Round Oak Capital LLC

Round Oak Capital provides fund and wealth management to families, individuals, high‑net‑worth clients and trusts. Alongside discretionary portfolio management—including investment selection, performance oversight and rebalancing—the firm offers non‑investment services such as third‑party supplemental performance reporting, introductions to hedge and private equity opportunities, real estate advisory and family administrative services.

The firm takes a customized, integrated approach, tailoring asset allocation and investment choices to each client’s objectives and risk profile and employing fundamental analysis with both long‑ and short‑term strategies across equities, fixed income, mutual funds, ETFs and alternative investments. Accounts are managed on a discretionary basis with ongoing supervision, formal quarterly reviews, and regular custodian reporting.

Noteworthy for a firm of its size, it manages roughly $20 million across a very small number of client relationships and routinely provides family‑office style mandates and negotiated consulting engagements that are offered regardless of whether clients use its investment supervision. The firm’s principal brings prior institutional experience and portfolio management roles at large financial firms, and the practice facilitates direct access to alternative investments and bespoke advisory work.